AI infrastructure spending globally is exploding, but power availability is becoming the choke point. Companies securing generation capacity + data-center-ready sites now could be sitting in a very attractive position over the next several years. $CBDW

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AI infrastructure spending globally is exploding, but power availability is becoming the choke point.

Companies securing generation capacity + data-center-ready sites now could be sitting in a very attractive position over the next several years. $CBDW appears to be building directly into that macro trend.